Proficio Capital Partners’s Washington Trust Bancorp WASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-498
| Closed | -$26K | – | 1527 |
|
|
2019
Q2 | $26K | Sell |
498
-5
| -1% | -$261 | 0.01% | 589 |
|
|
2019
Q1 | $24K | Buy |
503
+134
| +36% | +$6.39K | 0.01% | 584 |
|
|
2018
Q4 | $18K | Hold |
369
| – | – | 0.01% | 577 |
|
|
2018
Q3 | $20K | Hold |
369
| – | – | 0.01% | 600 |
|
|
2018
Q2 | $21K | Hold |
369
| – | – | 0.01% | 594 |
|
|
2018
Q1 | $20K | Hold |
369
| – | – | 0.01% | 596 |
|
|
2017
Q4 | $20K | Hold |
369
| – | – | 0.01% | 585 |
|
|
2017
Q3 | $21K | Hold |
369
| – | – | 0.01% | 586 |
|
|
2017
Q2 | $20K | Hold |
369
| – | – | 0.01% | 617 |
|
|
2017
Q1 | $18K | Hold |
369
| – | – | 0.01% | 653 |
|
|
2016
Q4 | $21K | Hold |
369
| – | – | 0.01% | 431 |
|
|
2016
Q3 | $15K | Sell |
369
-65
| -15% | -$2.64K | 0.01% | 501 |
|
|
2016
Q2 | $17K | Buy |
434
+39
| +10% | +$1.53K | 0.01% | 462 |
|
|
2016
Q1 | $15K | Buy |
+395
| New | +$15K | 0.01% | 366 |
|